RICHARD G. KELLEY

** **** *****

Newton, MA *****

617-***-**** ad1syf@r.postjobfree.com

SUMMARY

Project Manager / Product Owner/Business Analyst with significant experience at leading consulting and financial firms supporting Health Care Exchanges, Defined Contributions and Defined Benefits plans. Special expertise in Programming and Applications Development utilizing both Waterfall and Agile methodologies; Systems Analysis, Design and Implementation; Project Management; Business Analysis; and Defined Contributions record keeping. Able to provide innovative solutions to complex technical issues. A highly dependable and results-oriented professional and an affable, tenacious, and knowledgeable manager with proven analytical, design, resource management, communication, interpersonal and technical skills. SAFE 5.0 PO Certified

TECHNICAL SUMMARY

Hardware IBM Mainframe, Various PC Configurations, Honeywell

DPS6/ DPS8

Languages Z-OS COBOL, Telon, DB2 MicroFocus Cobol, Assembler, PL/1

Software OmniPlus, OmniPay, OmniPlan, Rational Tools RTC & RDNG, SCLM, Platinum, CA File Manager, Microsoft Office, FTP, Globalscape, JIRA, Confluence

Operating Systems Z-OS, MVS, Windows, GCOS, Multics, Netware 3.12

PROFESSIONAL EXPERIENCE

Product Owner / Business Analyst TIAA-CREF, Charlotte, NC Remote Via TCS (Aug 2020 – Oct 2023)

Represented the business for enhancement requests to the advisor recommendation portal – UD Prime. Working with Agile Software development methodology my duties included:

Responsible for multiple enhancements/projects ranging from small to extra-large simultaneously.

Responsible for assuring that Business Vision was converted into Agile Business Requirements.

Prioritizing and slotting the Business Requirements.

Grooming the Business Requirements with both the Business Sponsor and IT.

Converting the groomed Business requirements into Agile stories.

Participate in Sprint planning and Grooming sessions.

Identify and manage cross team dependencies.

Work with User Interface developers to develop wireframes which were reviewed by the Business Sponsor.

Participate in Quality Assurance for the groomed Agile stories.

Product Owner / Business Analyst TIAA-CREF, Charlotte, NC Remote Via Pride Technologies (Apr 2018 – Dec 2019)

An international financial Services Company

Represented the business for enhancement requests to the plan sponsor portal, PlanFocus. Working with Agile Software development methodology my duties included:

Responsible for multiple enhancements/projects ranging from small to extra-large simultaneously.

Responsible for assuring that Business Vision was converted into Agile Business Requirements.

Prioritizing and slotting the Business Requirements.

Grooming the Business Requirements with both the Business Sponsor and IT.

Converting the groomed Business requirements into Agile stories.

Participate in Sprint planning and Grooming sessions.

Identify and manage cross team dependencies.

Work with User Interface developers to develop wireframes which were reviewed by the Business Sponsor.

Participate in Quality Assurance for the groomed Agile stories.

Performed User Acceptance testing for enhancements to PlanFocus

Insured that the enhancement satisfied the Business requirements.

Document User Acceptance Testing test cases.

Coordinate User Acceptance Testing with business testers.

Work with the Mobile development team to define requirements, validate the mobile app, provide User Acceptance Testing and production verification of the PlanFocus Mobile app on both Android and IOS using both Mobile Labs and a native IOS device

Program Manager – Product Manager Visiant, Southborough, MA Via Winter Wyman (May 2017 – Apr 2018)

A cloud-based business automation and process solutions for commercial, Medicare, Medicaid, and ACO businesses.

Managed multiple programs including:

Adding a new Client to the platform.

oManaging multiple vendors to compose, print and mail all documentation required by The Center for Medicare Services (CMS).

oWorking with software development to integrate the document preparation and print vendors.

oResponsible for the design, printing and mailing of over 15,000 Insurance ID cards

Product Management for a number of enhancements to the existing product line.

Conversion of the Blue Cross Blue Shield Association ID from all numeric to alphanumeric.

Product Owner - Business Analyst TIAA-CREF, Charlotte, NC Remote Via Enterprise Iron (Jan 2014 – Mar 2017)

An international financial Services Company

Represented the business for enhancement requests to the plan sponsor portal, PlanFocus. Working with Agile Software development methodology my duties included:

Responsible for multiple enhancements/projects ranging from small to extra-large simultaneously.

Responsible for assuring that Business Vision was converted into Agile Business Requirements.

Grooming the Business Requirements with both the Business Sponsor and IT.

Converting the groomed Business requirements into Agile stories.

Participate in Sprint planning and Grooming sessions.

Identify and manage cross team dependencies.

Manage dependencies with multiple development teams, both Agile and Waterfall, to ensure that dependencies were coordinated and implemented in a manner that did not impact the release schedule.

Work with User Interface developers to develop wireframes which were reviewed by the Business Sponsor.

Participate in Quality Assurance for the groomed Agile stories.

Blue Cross Blue Shield of Ma, Quincy, MA Via Leap Frog Systems (Dec 2012 – Dec 2013)

A leading Health insurance carrier.

Program Manager/Product Manager, My Blue Choices

Managed the vendor selection, BCBSMA customization, quality assurance and production rollout for My Blue Choices a Private Health Insurance Exchange.

Managed a budget of 1 million.

Managed the quality assurance of the Exchange including the electronic enrollment submission.

BNY Melon, Lynnfield, MA Via Leap Frog Systems (Mar 2012 – Dec 2012)

An international financial services company

Project Manager, Xerox Transition

Managed the transition of printing and distribution services from BNY Mellon to Xerox.

Managed the logical and physical separation between BNY Mellon and Xerox.

Responsible for a budget of $3.5 million.

Identified and resolved issues

Developed and maintained a detail project plan.

MERCER, Norwood, MA (May 1997 – Jan 2012)

An international Human Resources Outsourcing company that administers 401K, Defined Benefits and Health and Benefits plans for Fortune 1000 companies.

Project Manager, Information Delivery (2008 – 2012)

Managed the Application Development group responsible for enhancing and supporting various reporting applications. Managed the group’s budget and delivery schedule.

•Led the project which added add DOL enhanced Fee reporting to quarterly Defined Contributions (DC) statements.

•Managed the project that reduced print and mailing costs by enhancing the print suppression of quarterly DC statements.

•Led a project that reduced print and mailing costs for participant transaction confirmations by the utilization of email.

•Managed the relationship with the printing and distribution vendor including defining requirements and schedules for modifications to quarterly DC statements and participant transaction confirmation statements.

•Supported the relocation of the print and distribution vendor, including the addition of data encryption and enhanced file transmission procedures.

•Supported the annual Disaster Recovery tests for both Mainframe and Server based applications.

Project Manager, Omni Applications (2003 - 2008)

Managed the group responsible for the configuration, customization, installation, vendor contact, and support of Sungard OmniPlus and OmniPay record keeping applications.

•Worked with Sungard to define and develop the OmniPlus DB2 version.

•Spearheaded the conversion of the DC record-keeping system from OmniPlan to OmniPlus DB2.

•Led the project to convert custom code from OmniPlan to OmniPlus

•Led the project to implement OmniPlus and OmniPay Software releases; including the conversion of custom code from one release to the next.

•Led the effort to produce annual tax filings to the IRS, state governments and individuals.

Technical Team Lead (2002 - 2003)

Technical team lead in Applications Development for a number of Defined Contributions applications.

Supported installation of the OmniPay disbursement and tax reporting system including conversion of custom code.

EDUCATION

Boston University (Metropolitan College), Boston Massachusetts

60 undergraduate credits concentrated in Mathematics and

SDLC Methodology, Agile Methodology, SAFE Agile Methodology

SAFE PO Certified

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